Creating a New Waiver 27a

Purpose: Use this document as a reference for how to create a new waiver in ctcLink

Audience: Student Financials staff.

Set Up Waiver Item Types

Navigation:  Main Menu > Setup SACR > Product Related > Student Financials >  Item Types >  Item Types

  1. Click the Add a New Value tab.
  2. Enter the SetID and new Item Type number.  (Refer to the tree manager/viewer as a reference of where each item type should fit).
  3. Enter the Effective Date, Description, and Short Desc.
  4. Check mark GL Interface Required if this waiver feeds over to the general ledger.
  5. Select Waiver from the classification.
  6. Select Run Date from the Accounting Date Control drop down list.
Initial Setup tab
  1. Click on the Amounts Edits tab.
  2. Select the Do not Offset Reported Tuition checkbox if the waiver should be excluded from 1098-T calculations.
  3. Select or enter the following on the Miscellaneous tab:
    1. Charge Priority List
    2. Payment Overall Priority
    3. Payment Priority Flag and Priority
    4. Pick up Receivable from Charge checkbox
Miscellaneous tab
  1. Enter the SetID and applicable Account Types under the Account Types tab.
Accoutn Types tab
  1. Enter any GL Interface information on the GLInterface tab if you checked GL Interface Required from the first tab. *NOTE: to add additional debit and credit chart field information, click the (+) add button under Item Type GL Entry Setup-Journal Sets.
GL Interface tab
GL Interface tab

Criteria

Navigation:  Main Menu > Setup SACR > Product Related > Student Financials > Tuition and Fees > Criteria

  1. Enter the Business Unit and name of the new criteria.
  2. Click the Add a New Value tab
  3. Enter the Effective Date, Description, and Long Description.
Criteria tab
  1. Select Trigger Criteria from the Criteria Type dropdown.
  2. Click the Criteria Details tab.
  3. For the Variables Description field, select the applicable criteria.
  4. Click Selected Detail Values under How Specified.
  5. Select (=) equal under the Operator field. Enter the specific Value/Node for the specified above criteria.
Criteria Details tab

Setup Waivers

Navigation:  Setup SACR > Product Related > Student Financials > Tuition and Fees > Waivers

  1. Click the Add a New Value tab
  2. Enter the SetID and new Waiver Code.
  3. Enter a Long Description describing the purpose of the waiver
  4. Effective date should be on or after the effective date of the criteria.  Waivers are NOT term based.
  5. Account Type should match the item type that you will select or enter.
  6. Select Enable Student Override to allow waivers to be assigned manually.
  7. Select the Criteria of either No Criteria or Use Criteria.   If selecting Use Criteria, enter the criteria created in the previous step.
    1. Ensure Use Excess Account is unselected to keep excess waiver amounts in the same account type.
    2. Waive Percentage:  Use this field if the waiver will be waiving a percentage of charges on the account
    3. Item Type Group field should be left blank.  We attach waivers to the tuition groups to particular term fees not item type groups
    4. Amount/Unit:  Use this field if the waiver will be waiving a certain amount per unit
    5. Flat Amount:  Use this field if the waiver will be waiving a flat amount from the total allowed charges
    6. Maximum Amount:  Set the maximum amount that can be waived for a student.
    7. Adjust Until Date: Tip is to use a date that is way out into the future.  This will help for any waivers that need adjusting for prior terms.
  8. All fields that pertain to Tax are not being used at this time.
  9. Once waiver information has been configured, click on the SAVE button.
Waivers page

Adding Waivers to Tuition Groups

Navigation:  Main Menu > Setup SACR > Product Related > Student Financials > Tuition and Fees > Tuition Groups

  1. Select each tuition group that the waiver may apply to.
  2. Select the Term Fees tab.
  3. Click the Waiver link next to each Fee Code the waiver should be applied to.
Term Fees tab
  1. Click the (+) add button and enter the Waiver Code and corresponding Priority.  
  2. Click the OK button.
  3. Click the Save button.
Term Fee Waivers page

Assign the new waiver to either a group of students using the Mass Assign Student Waivers QRG or Assign Student Waiver Manually QRG for individual students.

0 Comments

Add your comment

E-Mail me when someone replies to this comment